¡Ya estamos en ! Descubre más

Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo

Nombre AUM Crecimiento
de AUM
AUM
Crecimiento %
Trim.
Rend. est.
Rendimiento est.
a 3 años
Posiciones en cartera Rotación de cartera Tenencia prom.
(años)
Southport Capital Management
3176
Southport Capital Management
Tennessee
USD 236 M +USD 13.9 M +6% 6.28% 80% 650 72.46% 0.9
Taylor Wealth Management Partners
3177
Taylor Wealth Management Partners
Massachusetts
USD 235 M +USD 10.4 M +5% 11.9% 62% 160 21.88% 2.2
Cutler Capital Management
3178
Cutler Capital Management
Massachusetts
USD 234 M -USD 3.17 M -1% 0.12% 39.7% 94 17.02% 2.2
Harfst & Associates
3179
Harfst & Associates
Wyoming
USD 234 M -USD 2.65 M -1% 5.07% 88.1% 93 16.13% 1.7
Brandywine Managers
3180
Brandywine Managers
Delaware
USD 234 M -USD 17.3 M -7% 5.57% 96.3% 36 11.11% 1.3
Muhlenkamp & Co
3181
Muhlenkamp & Co
Pennsylvania
USD 234 M -USD 28.3 M -11% 7.72% 107% 38 15.79% 2.7
Deer VIII & Co
3182
Deer VIII & Co
New York
USD 234 M +USD 65.2 M +39% 38.7% – 1 0% 0.8
Blue Bell Private Wealth Management
3183
Blue Bell Private Wealth Management
Pennsylvania
USD 233 M +USD 13.2 M +6% 5.62% 62.5% 238 10.5% 3.6
Broadmark Asset Management
3184
Broadmark Asset Management
California
USD 233 M +USD 75.3 M +48% 7.17% 39.6% 5 60% 1.1
Domani Wealth
3185
Domani Wealth
Pennsylvania
USD 233 M +USD 15.3 M +7% 5.29% 48.6% 113 15.04% 2.4
SC
3186
Saybrook Capital
North Carolina
USD 233 M +USD 14.6 M +7% 9.07% 67.1% 50 4% 4.2
FNBOMD
3187
First National Bank of Mount Dora
Florida
USD 233 M +USD 9.45 M +4% 7.86% 96.2% 104 11.54% 3.1
Meridian Wealth Management
3188
Meridian Wealth Management
Kentucky
USD 233 M +USD 20.1 M +9% 10.1% 117% 211 33.18% 1.1
Beck Capital Management
3189
Beck Capital Management
Texas
USD 233 M +USD 25.7 M +12% 10.7% 291% 117 34.19% 1.4
Argus Investors Counsel
3190
Argus Investors Counsel
New York
USD 232 M +USD 13.2 M +6% 8.76% 132% 72 11.11% 3.6
Keating Investment Counselors
3191
Keating Investment Counselors
Florida
USD 232 M +USD 21.4 M +10% 5.66% 50% 68 11.76% 3.9
Stockman Wealth Management
3192
Stockman Wealth Management
Montana
USD 232 M +USD 13.4 M +6% 6.38% 73.5% 160 10% 2
BP Capital Fund Advisors
3193
BP Capital Fund Advisors
Texas
USD 232 M +USD 10.8 M +5% 1.67% 17.9% 59 20.34% 1.3
GIM
3194
Greystone Investment Management
Ohio
USD 232 M +USD 13.8 M +6% 6.66% 32.8% 48 2.08% 3.3
Vantage Wealth
3195
Vantage Wealth
California
USD 231 M +USD 23.5 M +11% 9.24% 56.1% 29 13.79% 3.3
Portland Hill Asset Management
3196
Portland Hill Asset Management
United Kingdom
USD 231 M -USD 5.83 M -2% 3.47% 30.2% 20 0% 1.6
Wilsey Asset Management
3197
Wilsey Asset Management
California
USD 231 M +USD 37.3 M +19% 2.19% 66.9% 23 26.09% 2.2
UAM
3198
UAS Asset Management
New York
USD 231 M +USD 30.3 M +15% 16% 98% 33 45.45% 1.3
HA
3199
Hamel Associates
New Jersey
USD 231 M +USD 13.2 M +6% 6.73% 50.6% 98 6.12% 3
Valicenti Advisory Services
3200
Valicenti Advisory Services
New York
USD 231 M +USD 13.2 M +6% 8.79% 134% 67 13.43% 3.1